Over the latest trailing 12-month period, total return cagr is +38.62%. The comparable SPY value is +18.54%. Year-to-date total return is +50.49%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in OXY
$132,813
(13.3x return)
Invested on Sep 9, 1996
Growth of $10,000 in SPY (S&P 500)
$191,647
(19.2x return)
Invested on Sep 9, 1996
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
YTD Total Return
+50.5%
1-Year Total Return
+38.6%
Current Dividend Yield
1.70%
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +35.8% | +38.6% | +2.8% |
| 3 Years | (2.1%) | +0.3% | +2.4% |
| 5 Years | +19.6% | +21.2% | +1.6% |
| 10 Years | (2.1%) | +0.8% | +3.0% |
| 15 Years | (1.5%) | +1.6% | +3.1% |
| 20 Years | +1.6% | +4.4% | +2.8% |
